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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,502 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $63,138 |
TAX SHELTERED COMPENSATION, INC.7+ years Filed as: TAX SHELTERED COMPENSATION INC Service code 49 · EIN 41-0955056 | Other Services | $13,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,178 | $39,973+28.0% | $79,583-35.7% | $77,906-34.3% |
| Participation rate | 49.0% | 64.6%-15.6pp | 69.5%-20.5pp | 73.7%-24.7pp |
| Annual return | -12.44% | 3.42%-15.9pp | 0.16%-12.6pp | 12.16%-24.6pp |
| Employer contribution / active EE | $1,763 | $1,088+62.1% | $2,414-27.0% | $2,846-38.1% |
| Participant deferral / active EE | $3,759 | $2,774+35.5% | $3,986-5.7% | $4,805-21.8% |
| Admin fee / account holder | $208 | $113+84.6% | $6,835-97.0% | $133+57.2% |